Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

 

Each client follows a proven Wealth Management process:

1. Initial Meeting (15-20 Minutes)

This meeting is exploratory, it is for us to introduce ourselves and ensure your needs are aligned with our philosophies

2. Discovery Meeting (60 Minutes)

Here, we get into the thorough details about who you are, your personal & financial needs, and the goals you are working towards. After this meeting our team will put together an initial financial projection from the information we have discussed

3. Proposal Meeting (60-90 Minutes)

To begin this meeting we will summarize our journey thus far, ensuring we have established a foundation for any future decisions. Then, we will cover our initial financial plan, gathering input from you throughout. Finally, we will lay out any initial recommendations and provide a roadmap of our strategy. 

At the end of this meeting you will have the option to begin working with our team at RBC Dominion Securities

4. Opening Accounts & Strategy Implementation

Over the following weeks we will open accounts and transfer your investments. Once completed, we will begin the implementation of the agreed upon plan (no changes are made to your investments until we have confirmed the plan)

5. Monitoring & Adapting

As important as it is to build the initial financial plan, it is also extremely important to make sure that your plan evolves with you and your needs. We continually monitor your progress over the course of our relationship to ensure it adapts to your changing needs and goals. 

 

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We help guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.